Evolution Advisers, Inc.
CIK 1906967 · Holdings on Dec 31, 2025 · First reported Jan 23, 2026
Top ten holdings
Q4 2025- VEA16.26%
- VUG15.00%
- VTV10.87%
- BNDX9.58%
- BSV7.95%
- VWO6.14%
- VMBS4.42%
- BLV3.85%
- VB3.56%
- BIV3.50%
Share classes counted separately81.13%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDXWeight decreased · -0.84 pp10.42% → 9.58%Shares -10.42K (-2.23%)
- IAGGWeight increased · +0.77 pp0.02% → 0.79%Shares +35.66K (+4,338.20%)
- VEAWeight increased · +0.33 pp15.93% → 16.26%Shares +14.39K (+2.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $37.55M | 16.26% | 601.14K shares | 15.93% → 16.26%+0.33 pp +14.39K (+2.45%) | Added | ↗▾ |
| 02 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $34.65M | 15.00% | 71.02K shares | 15.05% → 15.00%-0.05 pp +1.54K (+2.21%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $25.11M | 10.87% | 131.49K shares | 10.75% → 10.87%+0.12 pp +3.57K (+2.79%) | Added | ↗▾ |
| 04 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $22.13M | 9.58% | 458.07K shares | 10.42% → 9.58%-0.84 pp -10.42K (-2.23%) | Reduced | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $18.37M | 7.95% | 233.08K shares | 7.89% → 7.95%+0.06 pp +11.10K (+5.00%) | Added | ↗▾ |
| 06 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $14.19M | 6.14% | 263.96K shares | 6.20% → 6.14%-0.06 pp +11.11K (+4.39%) | Added | ↗▾ |
| 07 | VMBSVANGUARD MORTGAGE-BACKED SECMTG-BKD SECS ETF View history and evidence | $10.22M | 4.42% | 217.03K shares | 4.42% → 4.42%+0.00 pp +8.51K (+4.08%) | Added | ↗▾ |
| 08 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $8.89M | 3.85% | 127.93K shares | 4.15% → 3.85%-0.30 pp -2.06K (-1.59%) | Reduced | ↗▾ |
| 09 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $8.22M | 3.56% | 31.87K shares | 3.54% → 3.56%+0.02 pp +959 (+3.10%) | Added | ↗▾ |
| 10 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $8.09M | 3.50% | 103.83K shares | 3.48% → 3.50%+0.02 pp +5.13K (+5.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 904767704 UNILEVER PLC | Non-derivative | -700 | -$41.00K | SEC filing ↗ | SEC filing ↗ |
| TTEN TOTALENERGIES SE -SPON ADR | Non-derivative | -424 | -$25.00K | SEC filing ↗ | SEC filing ↗ |
| ADBE ADOBE INC | Non-derivative | -60 | -$20.00K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1906967 · Period Dec 31, 2025
Data loaded Sep 23, 2026 · First reported Jan 23, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 230944
}Research all 170 reported holdings.
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